Best Financial Advisors in Norwalk, CT

15 firms listed · 7 in Norwalk · 7 rated 4.5+ · 1 shows a license

Data verified October 27, 2026

Francis S. Infurchia & Company

Francis S. Infurchia & Company

5.0 5 reviews
“Lawrence and his team are reliable, highly accurate , and professional they are always available to answer any questions.”
BBB A+Since 2004
45 East Ave
i
Sound Trust Wealth Advisors

Sound Trust Wealth Advisors

Since 2005
597 Westport Ave
i
GE Commercial Finance

GE Commercial Finance

Since 1995
901 Main Ave
i
Guidelight Financial

Guidelight Financial

Since 2011
50 Washington St 4th Floor
i
Financial Marketing Group

Financial Marketing Group

Since 2007
47 Water St
i
Monhegan Partners

Monhegan Partners

Since 2010
152 Rowayton Ave
i

The 15 firms listed for Norwalk, CT provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Norwalk, CT

Of the 15 firms we list here, 7 are in Norwalk itself and 8 come from towns including Stamford (4, 7 mi), Westport (2, 4 mi) and New Canaan (1, 4 mi). 10 of the firms on this page have a rating, from 1.0 to 5.0 across 118 reviews; 1 has 50 or more reviews and 7 are rated 4.5 or higher. The services the firms on this page list most often on their websites are estate planning (3), asset management (2), financial planning (2), investment management (2) and tax planning (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. 12 have ten or more years of experience, the longest 35 years. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page and 12 list a public email. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Norwalk listed here?

7 of the 15 firms are located in Norwalk. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Rocaton Investment Advisors

Rocaton Investment Advisors

LicensedSince 1991
20 Glover Ave
i
Book onlineBook
Emerald Tide Financial

Emerald Tide Financial

4.8 47 reviews
“Neil was extremely clear with his explanations and very patient with addressing our questions”
Free consultationSince 2019
Wilton, CT · 5 mi from Norwalk
i
HTG Investment Advisors

HTG Investment Advisors

5.0 30 reviews
“Over the years, we have seen the company grow strategically yet still manage to maintain a very personal relationship with us.”
Since 2004
New Canaan, CT · 4 mi from Norwalk
i
Abundant Wealth Management

Abundant Wealth Management

5.0 17 reviews
“I would definitely recommend Tony and Abundant Wealth Management to anyone looking for a trustworthy financial professional”
Since 2020Prices online
Stamford, CT · 7 mi from Norwalk
i
Bernhardt CPA

Bernhardt CPA

Free consultationSince 2013FinancingPrices online
Westport, CT · 4 mi from Norwalk
i
Gold Family Wealth

Gold Family Wealth

5.0 4 reviews
Since 2017
Westport, CT · 4 mi from Norwalk
i
Blue Chip Financial

Blue Chip Financial

Since 2001
Stamford, CT · 7 mi from Norwalk
i
Clear Harbor Asset Management

Clear Harbor Asset Management

Virtual consultationsServes United StatesSince 2009
Stamford, CT · 7 mi from Norwalk
i
Greenwich Creek Capital Management

Greenwich Creek Capital Management

Since 2008
Stamford, CT · 7 mi from Norwalk
i
HomeWealth Management AdvisorsConnecticutNorwalk, CT

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top